The Human Side of Money Ep. 90: Building A Service Model To Help Clients Align Money & Purpose with Justin Castelli
Justin Castelli explains why he's evolving his business model to focus on helping clients align their money with their purpose and how he's going to do it.
The Human Side of Money Ep. 89: How Financial Empathy And Data Visualization Influence Client Behavior
Michael Thomas explains how financial advisors can use financial empathy and data visualization to influence client behavior for the better.
The Human Side of Money Ep. 88: The Power of Mirroring Clients’ Words
Brendan shares how to build instant trust and get clients to reveal more information by mirroring their words.
The Human Side of Money Ep. 87: Incorporating The Human Element Throughout The Planning Process with Hannah Moore
Hannah Moore discusses how she incorporates the human element into her planning process so that the technical knowledge aligns with the client's life.
The Human Side of Money Ep. 86: A Collection Of Wisdom To Conduct The Ultimate Intro Meeting
A collection of the best insights and widsom over the last three years of the show to help advisors conduct the ultimate intro meeting.
The Human Side of Money Ep. 85: How (And Why) To Turn Clients’ Vague Goals Into Vivid Visions
Brendan shares how turning a client's vague goals into a vivid vision builds their motivation and enhances their life.
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